See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,957 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -10.04% | 153.68%-163.7pp | 119.20%-129.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,871 | $5,151-63.7% | $4,628-59.6% | $4,779-60.8% |
| Participant deferral / active EE | $7,468 | $6,799+9.8% | $6,426+16.2% | $5,609+33.2% |
| Admin fee / account holder | $262 | $10,916-97.6% | $9,284-97.2% | $10,827-97.6% |